AXA Framlington Monthly Income Z GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.56%
  • 3 Year sharpe0.39
  • 3 Year alpha0.25
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.84%
  • IA SectorUK Equity Income
  • Manager GroupAXA
  • DomicileUnited Kingdom
  • ISINGB00B7MMK809

Investment Strategy

The aim of this Fund is to provide a monthly income with potential for long-term growth of capital. The Manager intends to achieve a yield of distributable income in excess of 100% of the FTSE All Share yield at the Fund’s year end on a rolling 3 year basis, and in excess of 90% on an annual basis.The Fund invests primarily in shares of UK listed companies which the Manager believes will provide above-average income and capital growth. The Fund invests in companies of any size. The Fund also invests in bonds issued by companies or governments. The Manager selects shares based upon analysis of a company’s prospects for future growth in dividend payments, financial status, quality of its management, expected profitability and prospects for growth.

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